Capital Southwest Announces Preliminary Estimate of First Quarter 2027 Operating Results and Earnings Release and Conference Call Schedule
Rhea-AI Summary
Capital Southwest (Nasdaq: CSWC) provided a preliminary estimate of its first quarter 2027 fiscal year results for the quarter ended June 30, 2026. The company expects pre-tax net investment income of $0.57–$0.58 per share and net investment income of $0.58–$0.59 per share. Preliminary net asset value is estimated at $16.55–$16.65 per share as of June 30, 2026.
Capital Southwest plans to release finalized first quarter 2027 results on Monday, August 3, 2026 after market close. A live webcast is scheduled for Tuesday, August 4, 2026 at 11:00 a.m. Eastern Time, with online access and replay available via the company’s investor relations website and a separate registration process for live call participation.
Positive
- Pre-tax net investment income preliminarily estimated at $0.57–$0.58 per share for Q1 2027
- Net investment income preliminarily estimated at $0.58–$0.59 per share for Q1 2027
- Net asset value per share preliminarily estimated at $16.55–$16.65 as of June 30, 2026
- Firm timeline for Q1 2027 earnings release on August 3, 2026 and webcast on August 4, 2026
Negative
- None.
News Market Reaction – CSWC
In the Jul 17 session, CSWC gained 0.37%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| May 27 | Dividend declaration | Positive | +0.2% | Announced regular and supplemental dividends totaling a higher quarterly cash payout. |
| May 13 | Earnings report | Positive | +2.4% | Reported higher fiscal 2026 investment income, portfolio growth, and solid dividend coverage. |
| Apr 16 | Preliminary earnings update | Positive | +2.0% | Issued preliminary Q4 2026 NII and NAV per-share ranges and set earnings webcast. |
| Mar 16 | Joint venture | Positive | +0.0% | Formed 50/50 senior loan joint venture with Trinity Capital to expand lending reach. |
| Mar 16 | Joint venture | Positive | +0.0% | Announced new leveraged joint venture structure with equal capital commitments from both firms. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent CSWC news events, including dividends, earnings, prelim updates, and partnerships, have generally coincided with flat-to-positive one-day share reactions.
Key Terms
net investment income financial
net asset value financial
webcast technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
DALLAS, July 16, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the first quarter of its 2027 fiscal year (quarter ended June 30, 2026) and its first quarter 2027 earnings release and conference call schedule.
Capital Southwest’s preliminary estimate of its first quarter 2027 pre-tax net investment income is in the range of
Additionally, Capital Southwest’s preliminary estimate of its net asset value per share as of June 30, 2026 is in the range of
Capital Southwest will release its finalized first quarter 2027 results on Monday, August 3, 2026 after the market closes. In conjunction with the release, Capital Southwest has scheduled a live webcast on Tuesday, August 4, 2026 at 11:00 a.m. Eastern Time. Investors may participate in the webcast.(1)
By Webcast:
Connect to the webcast using the Investor Relations section of Capital Southwest's website at www.capitalsouthwest.com, or by going to the following website: https://edge.media-server.com/mmc/p/cdtiv4v7. Please log in at least 10 minutes in advance to register and download any necessary software. A replay of the webcast will be available on Capital Southwest's website shortly after the call.
Live Call Participation:
Participants who want to join the call and ask a question must register using the following URL: https://register-conf.media-server.com/register/BI616c4f71350a4a528f463d53d1f8b0eb. Once registered, participants will receive the dial-in numbers and a unique PIN number. When participants dial in, they will input their PIN and be placed into the call. Registration is still possible even after the event has started.
About Capital Southwest
Capital Southwest Corporation (Nasdaq: CSWC) is a Dallas, Texas-based, internally managed business development company with approximately
Forward-Looking Statements
This press release contains forward-looking statements and provides historical information with respect to the business and investments of Capital Southwest, including, but not limited to, the preliminary estimates of its first quarter 2027 fiscal year financial information and results, which are based on current information available to Capital Southwest as of the date hereof. The preliminary estimates of the first quarter 2027 fiscal year financial information and estimated results furnished above are based on Capital Southwest management’s preliminary determinations and current expectations, and such information is inherently uncertain. The preliminary estimates may not align with Capital Southwest’s actual results of operations for the period, which will not be known until Capital Southwest completes its customary quarter-end closing and review procedures, including the determination of the fair value of Capital Southwest’s portfolio investments. As a result, actual results could differ materially from the current preliminary estimates based on adjustments made during Capital Southwest’s quarter-end closing and review procedures, and Capital Southwest’s reported information in its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 may differ from this information, and any such differences may be material. In addition, the information furnished above does not include all of the information regarding Capital Southwest’s financial condition and results of operations for the quarter ended June 30, 2026 that may be important to readers. As a result, readers are cautioned not to place undue reliance on the information furnished in this press release and should view this information in the context of Capital Southwest’s full first quarter 2027 results when such results are disclosed by Capital Southwest in its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026. The information furnished in this press release is based on current expectations of Capital Southwest’s management that involve substantial risks and uncertainties that could cause actual results to differ materially from the results expressed in, or implied by, such information.
Forward-looking statements are statements that are not historical statements and can often be identified by words such as "will," "believe," "expect" and similar expressions and variations or negatives of these words. These statements are based on management's current expectations, assumptions and beliefs. They are not guarantees of future results and are subject to numerous risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed in any forward-looking statement. These risks include risks related to: changes in the markets in which Capital Southwest invests; changes in the financial, capital, and lending markets; changes in the interest rate environment and its impact on Capital Southwest’s business and its portfolio companies; regulatory changes; tax treatment; Capital Southwest’s ability to operate each of its wholly owned subsidiaries, Capital Southwest SBIC I, LP and Capital Southwest SBIC II, LP, as a small business investment company; the uncertainty associated with the imposition of tariffs and trade barriers and changes in trade policy and its impact on our portfolio companies and our financial condition; an economic downturn or recession and its impact on the ability of Capital Southwest’s portfolio companies to operate and the investment opportunities available to it; the impact of supply chain constraints on Capital Southwest’s portfolio companies; the elevated levels of inflation and its impact on Capital Southwest’s portfolio companies and the industries in which it invests; and the impact of geopolitical conditions and their impact on financial market volatility, global economic markets, and various sectors, industries and markets for commodities globally.
Readers should not place undue reliance on any forward-looking statements and are encouraged to review Capital Southwest's Annual Report on Form 10-K for the year ended March 31, 2026 and any subsequent filings, including the "Risk Factors" sections therein, with the Securities and Exchange Commission for a more complete discussion of the risks and other factors that could affect any forward-looking statements. Except as required by the federal securities laws, Capital Southwest does not undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, changing circumstances or any other reason after the date of this press release.
Investor Relations Contact:
Michael S. Sarner, President and Chief Executive Officer
214-884-3829
(1) No information contained on our website or disclosed on the August 4, 2026 conference call, including the webcast, is incorporated by reference into this press release or any of our filings with the SEC, and you should not consider that information to be part of this press release or any other such filing.
